Chartist Talk: Apollo Hospitals still a strong pick, Paytm showing signs of fatigue, says JM Financial's Rahul Sharma
FII futures positioning still shows a heavy concentration of shorts around. Until this data turns more constructive or prices start to form a consistent pattern of higher highs and higher lows, the Nifty 50 is likely to remain anchored near the lower end of the Bollinger Bands, Rahul Sharma of JM Financial said.
Daily Voice: Take positions in OMCs now, says Shriram Life CIO; warns of soft Q2 results
Looking at the valuations currently, the power utility stocks are fully valued, said Ajit Banerjee of Shriram Life Insurance.
Daily Voice: Narnolia’s Shailendra Kumar still expects 5% market correction amid tariff concerns, sees FY26 GDP growth near 6%
Ongoing tariff uncertainties and a slowdown in earnings growth are likely to keep the Nifty index in a sideways correction phase for the next six months, said Narnolia’s Shailendra Kumar.
Daily Voice: Despite steep tariffs, OmniScience’s Vikas Gupta sees strong earnings recovery in 2HFY26
It is quite likely that a year from now the tariffs should be much lower, said Vikas Gupta of OmniScience Capital.
After Kandla, L&T to build 1.8 million tonne green ammonia facility at Paradip port
L&T Energy Greentech plans to invest nearly Rs 80,000 crore to build its mega green hydrogen and green ammonia plants at Kandla and Paradip ports. It will soon tap the export market, starting with the Middle East, for its Made-In-India electrolysers, CEO Derek M Shah told Moneycontrol.
Chartist Talk: Nifty needs to break above 24,640 to trap late short sellers for short covering rally to 24,800; buy these 2 stocks, says Ashish Kyal
Short term indicators are showing positive divergence suggesting lack of downside momentum but positive price action awaited in the Nifty 50, said Ashish Kyal of Waves Strategy Advisors.
Daily Voice: Post tariffs, IIFL's R Venkataraman expects further monetary policy easing, reforms
R Venkataraman of IIFL Capital feels that deceleration in earnings growth will be a continuing trend at least for the second quarter of FY26 before things show signs of troughing out.
Daily Voice: Uncertainties mount after 50% tariff; near-term turbulence likely for India, says Trust MF’s Sandeep Bagla
While the longer term prospects of the domestic facing economy are well supported, it would be prudent to be prepared for some volatility in the near term, after Trump tariffs, said Sandeep Bagla of TRUST Mutual Fund.
Daily Voice: Capitalmind PMS fund manager cuts Nifty EPS growth estimate to 9-10% for FY26; festive demand key to upward revision
In the remaining part of FY26, the focus remains on domestic-facing sectors, where visibility is better and demand is steadier, said Krishna Appala of Capitalmind PMS.
Chartist Talk: Nifty’s technical setup signals caution, but outlook bullish on these 4 stocks for next week, says Sudeep Shah of SBI Securities
Chart formation signals a lack of conviction among bulls and a clear dominance of bears at higher levels, said Sudeep Shah of SBI Securities.
Daily Voice: Tariffs a concern but unlikely to derail India’s growth, says Niraj Kumar of Generali Central Life Insurance
Niraj Kumar of Generali Central Life Insurance says while there is no immediate domestic catalyst for a sharp correction for India, he believes it is prudent to remain cautious but constructive.
Daily Voice: India faces potential 40–100 bps GDP growth hit from tariff hikes, says Client Associates' Himanshu Kohli
While Trump has mentioned that he may impose tariffs on pharma and electronic goods sectors, Himanshu Kohli expects that these two sectors may still continue to remain out of the ambit of tariff to maintain supply chain stability and healthcare needs.
Daily Voice: Don't believe Trump's tariff policies will significantly alter RBI’s approach, says Swati Khemani of Carnelian
Given Trump's tariff threats, it’s clear that the US is pressuring India over crude/defense purchases from Russia, but the Indian government remains firm on prioritizing national interest, said Swati Khemani of Carnelian.
Daily Voice | RBI to stay neutral to gauge impact of past rate cuts, easing likely only in H2FY26, says Raghvendra Nath of Ladderup
On the recent 25% US tariff on India, Raghvendra Nath of Ladderup said if these tariffs were to stick, it may have an impact on the Indo-US diplomatic ties that have improved significantly over the last decade or so.
Daily Voice: RBI likely to cut rates by 25–50 bps in FY26, but timing depends on inflation and global cues, says this fund manager
The earnings outlook for Q2FY26 looks relatively better, driven by margin tailwinds from stable input costs and volume pick-up in urban discretionary and capital-intensive sectors, said Sonam Srivastava of Wright Research PMS.
Daily Voice | India’s macro strength could cushion Trump tariff impact, says JM Financial’s Chaturmohta
While immediate easing is uncertain, India’s strategic posture, emphasizing national interest, the UK FTA, and broader global engagement, could strengthen its negotiating position and open the door to phased tariff relief, said JM Financial’s Ashish Chaturmohta
Daily Voice: Q1 earnings reveal pressure in select segments; uneven growth may weigh on sentiment, says Puneet Sharma of Whitespace
Post the meeting between the Indian and US delegations later this month, the tariffs may be paused or reduced temporarily, said Puneet Sharma of Whitespace Alpha.
Chartist Talk: Rahul Ghose sees choppy August for Nifty, expects continued Bank Nifty outperformance
Bank Nifty has now moved below several important moving averages, and recent chart patterns look a bit bearish, but the buy on dips should be the outlook for August, said Rahul Ghose.
Daily Voice: Trump risks long-term damage to US by targeting India trade, says CIO
Earnings upgrades across various industries and market cap companies would become the next major trigger for the markets, said Quest Investment’s Aniruddha Sarkar.
Chartist Talk: Sudeep Shah shares 2 buy and 2 sell picks amid market caution; Nifty at risk below 24,400
The 24,400–24,350 zone is expected to act as an immediate support for Nifty. A sustained break below this could further accelerate the downside. On the flip side, the 50-day EMA zone of 24,900–24,950 now stands as a crucial hurdle, and any meaningful recovery would need to clear this zone with conviction, said Sudeep Shah of SBI Securities.
Daily Voice: Tariff pain inevitable, but these domestic drivers keep India’s markets steady
Divam Sharma of Green Portfolio is now closely watching the IT companies pack and believes there would be leaders emerging with the adoption of AI.
Trump tariff may cut GDP growth forecast by 25 bps, reduce Nifty earnings by 2–3%, says LGT’s Stefan Hofer
After the 25 percent US tariff, in aggregate, LGT’s Stefan Hofer doesn’t expect material downside to India’s economic growth, albeit some sectors may be more impacted than others.
Daily Voice: Trump's 25% tariff on India poses key challenges, especially for these 5 sectors, says Waterfield's Vipul Bhowar
Going ahead, investors might start to stabilize or recover moderately as they adjust to the new situation and look for progress in trade talks, said Waterfield's Vipul Bhowar.
Daily Voice | Global macro uncertainties, India–US trade deal delay weigh more on market than Q1FY26 earnings, says Right Horizons' Anil Rego
The lack of clarity on the India–US trade agreement and fears of potential tariff imposition under a possible second Trump presidency have heightened concerns for export-dependent sectors like chemicals, metals, and pharma, said Anil Rego of Right Horizons.
